What is the primary goal of your estate planning?
Creating a will to distribute assets after death
Creating a will to distribute assets after death
Appointing a power of attorney for financial and healthcare decisions
Appointing a power of attorney for financial and healthcare decisions
Minimizing taxes and maximizing wealth preservation
Minimizing taxes and maximizing wealth preservation
Establishing trusts for specific beneficiaries or purposes
Establishing trusts for specific beneficiaries or purposes
Not sure, I need guidance
Not sure, I need guidance
Next
What is the primary goal of your estate planning?
Creating a will to distribute assets after death
Creating a will to distribute assets after death
Appointing a power of attorney for financial and healthcare decisions
Appointing a power of attorney for financial and healthcare decisions
Minimizing taxes and maximizing wealth preservation
Minimizing taxes and maximizing wealth preservation
Establishing trusts for specific beneficiaries or purposes
Establishing trusts for specific beneficiaries or purposes
Not sure, I need guidance
Not sure, I need guidance
